- 2007 Microsoft® Office System Inside Out
- SPECIAL OFFER: Upgrade this ebook with O’Reilly
- A Note Regarding Supplemental Files
- Acknowledgments
- About the CD
- Conventions and Features Used in This Book
- 1. Introduction
- 1. Getting Started
- 1. Overview of the 2007 Microsoft Office System
- 2. The 2007 Office System User Interface: What’s Changed, What’s the Same
- 3. Managing Security and Privacy in the 2007 Office System
- 2. Collaboration Essentials
- 4. Collaborating and Sharing with Others
- Understanding and Using the 2007 Office System Collaboration Environments
- Creating and Using Shared Workspaces with Windows SharePoint Services
- Creating and Using Groove Workspaces
- Using Office OneNote 2007 as a Collaboration Tool
- 5. Organizing and Finding Information in Microsoft Office OneNote
- Organizing a OneNote Notebook
- Adding Notes and Information to a Notebook
- Adding and Working with Text Notes
- Tagging Types of Notes
- Printing to OneNote
- Embedding References to Files
- Using Office OneNote and Office Outlook Together
- Inserting Audio or Video Recordings
- Adding Information to a Notebook from the Web
- Capturing Information on Your Windows Mobile–Powered Device
- Inserting an Image in a Notebook
- Creating a Drawing in OneNote
- Creating and Working with Tables in OneNote
- Finding Your Information
- Using a Notebook on More Than One Computer
- Working as a Team with Office OneNote 2007
- 6. Working as a Team in a Microsoft Office Groove Workspace
- 7. Sharing and Communicating Using Microsoft Office Groove
- 4. Collaborating and Sharing with Others
- 3. Word
- 8. Mastering Page Setup and Pagination
- 9. Outlining Documents for Clarity and Structure
- Outlining Enhancements in Word 2007
- Creative Outlining with Word 2007
- Eleven Reasons to Outline Your Next Complex Document
- Viewing a Document in Outline View
- Creating a New Outline
- Choosing Outline Display
- Working with Headings in Outline View
- Displaying Outline and Print Layout View at the Same Time
- Changing Your Outline
- Printing Your Outline
- Using the Document Map vs. Using Outline View
- 10. Advanced Layout and Formatting
- Layout and Design Fundamentals
- Using Backgrounds and Watermarks
- Controlling Text Placement and Formatting with Text Boxes, Shapes, and Frames
- Creating Text Boxes
- Inserting Text into Text Boxes and Shapes
- Using Floating Frames for Comments, Footnotes, Tables, and Fields
- Formatting Text Boxes and AutoShapes
- Linking Text Boxes to Flow Text from One Text Box to Another
- Moving Between Linked Text Boxes
- Copying or Moving Linked Text Boxes
- Breaking Text Box Links
- Deleting Linked Text Boxes Without Losing Text
- Switching Between Text Boxes and Frames
- Configuring Word 2007 Layout Options
- Commanding Attention with Borders and Shading
- Adding a Simple Border
- Creating Enhanced Borders
- Creating Partial Borders
- Using a Page Border
- Adding Borders to Document Sections and Paragraphs
- Adjusting Border Spacing
- Inserting Graphical Horizontal Lines
- Adding Borders to Pictures
- Adding Table Borders
- Applying Shading Behind Content
- 11. Revising Documents Using Markup Tools
- Benefits of an Organized Revision Process
- Familiarizing Yourself with Markup Tools
- Using the Highlight Tool
- Adding and Managing Comments Effectively
- Configuring Reviewers’ User Names
- Configuring Colors Associated with Reviewers
- Allowing Reviewers to Use Only the Comments Feature
- Inserting Standard Comments
- Configuring Comment Balloon and Reviewing Pane Options
- Reviewing Comments
- Deleting Comments
- Printing Comments
- Saving a Document with Comments as a Web Page
- Tracking Changes
- Comparing and Combining Documents
- 4. Excel
- 12. How to Work a Worksheet and a Workbook
- Moving Around Regions
- Understanding Selection
- Techniques for Entering Data
- Managing Worksheets
- Viewing Worksheets
- Protecting Worksheets
- Managing Multiple Workbooks
- Opening Multiple Windows for the Same Workbook
- Hiding and Protecting Workbooks
- 13. Building Formulas
- Formula Fundamentals
- Understanding the Precedence of Operators
- Using Cell References in Formulas
- Editing Formulas
- Understanding Error Values
- Using Functions: A Preview
- Working with Formulas
- Naming Cells and Cell Ranges
- Using Names in Formulas
- Defining and Managing Names
- Editing Names
- Workbook-Wide vs. Worksheet-Only Names
- Creating Names Semiautomatically
- Naming Constants and Formulas
- Creating Three-Dimensional Names
- Using Names in Formulas
- Creating a List of Names
- Replacing References with Names
- Using Go To with Names
- Getting Explicit About Intersections
- Creating Three-Dimensional Formulas
- Formula-Bar Formatting
- Using Structured References
- Naming Cells and Cell Ranges
- Worksheet Calculation
- Using Arrays
- Linking Workbooks
- Creating Conditional Tests
- Formula Fundamentals
- 14. Using Functions
- Using the Built-In Function Reference in Excel
- Exploring the Syntax of Functions
- Inserting Functions
- Understanding Mathematical Functions
- Understanding Text Functions
- Understanding Logical Functions
- Understanding Information Functions
- Understanding Lookup and Reference Functions
- 15. Analyzing Data with PivotTable Reports
- Introducing PivotTables
- Creating a PivotTable
- Rearranging PivotTable Fields
- Refreshing a PivotTable
- Changing the Numeric Format of PivotTable Data
- Choosing Report Layout Options
- Formatting a PivotTable
- Displaying Totals and Subtotals
- Sorting PivotTable Fields
- Filtering PivotTable Fields
- Changing PivotTable Calculations
- Grouping and Ungrouping Data
- Displaying the Details Behind a Data Value
- Creating PivotCharts
- 12. How to Work a Worksheet and a Workbook
- 5. PowerPoint
- 16. Introduction to PowerPoint 2007
- 17. Working with Text
- 18. Working with Objects, Diagrams, and Charts in PowerPoint 2007
- 19. Collaborating and Sharing
- 20. Working with External Data in PowerPoint 2007
- 21. Setting Up and Presenting a Slide Show
- 6. Outlook
- 22. Introducing Outlook 2007
- 23. Finding and Organizing Messages
- 24. Securing Your System, Messages, and Identity
- Configuring HTML Message Handling
- Protecting Messages with Digital Signatures
- Signing Messages
- Understanding S/MIME and Clear-Text Options
- Adding Your Digital Signature
- Setting Global Security Options
- Creating and Using Security Profiles
- Reading Signed Messages
- Changing Certificate Trust Relationships
- Configuring CA Trust
- Configuring CA Trust for Multiple Computers
- Viewing and Validating a Digital Signature
- Encrypting Messages
- Protecting Data with Information Rights Management
- 25. Collaboration with Outlook and Windows SharePoint Services
- Understanding Windows SharePoint Services Collaboration
- Setting Up Alerts
- Working with Shared Documents
- Working with Shared Contacts
- Linking a Team Calendar to Outlook
- Configuring Alerts in Outlook
- Using Outlook to Work with SharePoint Libraries and Files
- Connecting a SharePoint Library to Outlook
- Downloading Files from a SharePoint Library to Outlook
- Opening Files from a SharePoint Site in Outlook
- Editing Files from a SharePoint Site in Outlook
- Removing SharePoint Files in Outlook
- Removing SharePoint Folders in Outlook
- Using E-Mail to Add a File to a SharePoint Library
- 7. Access
- 26. Exploring the New Look of Access 2007
- Opening Access for the First Time
- Getting Started—A New Look for Access
- Understanding Content Security
- Understanding the New Ribbon Feature
- Understanding the New Navigation Pane
- Using the Single-Document vs. Multiple-Document Interface
- Modifying Global Settings via the Access Options Dialog Box
- 27. Creating Your Database and Tables
- Creating a New Database
- Creating Your First Simple Table by Entering Data
- Creating a Table Using a Table Template
- Creating a Table in Design View
- Defining Fields
- Defining a Primary Key
- Defining a Table Validation Rule
- Understanding Other Table Properties
- Defining Relationships
- Adding Indexes
- Setting Table Design Options
- Creating a Default Template for New Databases
- Printing a Table Definition
- Database Limitations
- 28. Creating and Working with Simple Queries
- Selecting Data from a Single Table
- Testing Validation Rule Changes
- Working in Query Datasheet View
- Moving Around and Using Keyboard Shortcuts
- Working with Subdatasheets
- Changing Data
- Working with Hyperlinks
- Sorting and Searching for Data
- Sorting Data
- Searching For and Filtering Data
- Using Find
- Filtering by Selection
- Using the Filter Window
- Using Filter By Form
- 29. Building a Form
- Forms and Object-Oriented Programming
- Starting from Scratch—A Simple Input Form
- Working with Quick Create Commands and the Form Wizard
- Simplifying Data Input with a Form
- 30. Constructing a Report
- 8. Microsoft Office Programming Primer
- 31. VBA Primer
- When and Why to Use VBA
- Introduction to the VBA Language and Code Structure
- Understanding and Using the Visual Basic Editor
- Writing, Editing, and Sharing Simple Macros
- Creating Modules and Starting Procedures
- Objects, Properties, and Methods
- Object Models
- Using Auto Lists
- Variables
- Constants
- Collection Objects
- Grouping Statements
- Loops
- Conditional Structures
- Operators
- Message Boxes and Input Boxes
- Running One Macro from Another
- Setting Macros to Conditionally Stop Executing Commands
- Running Macros and Compiling Projects
- Understanding Errors
- Creating Error Handlers
- Getting Help
- Saving and Sharing Macros
- Using VBA to Save Time on Document Production and Troubleshooting
- Introduction to Using Events
- Creating UserForms (Dialog Boxes)
- Next Steps for Working with Automation in Microsoft Office
- 32. Office Open XML Essentials
- Chapter Assumptions
- XML Basics for Reading Your Documents
- Getting to Know the Office Open XML Formats
- Editing and Managing Documents Through XML
- Customizing the Ribbon
- Binding Data to Content Controls
- Next Steps for Working with the Office Open XML Formats
- 31. VBA Primer
- A. Appendix: Installing and Configuring the 2007 Office System
- B. Index to Troubleshooting Topics
- C. About the Authors
- D. Choose the Right Book for You
- Index
- About the Author
- SPECIAL OFFER: Upgrade this ebook with O’Reilly
- 26. Exploring the New Look of Access 2007
In my favorite novel, Alexandre Dumas’ The Count of Monte Cristo, the imprisoned Abbe Faria wrote a book without access to paper or writing implements. A 19th century genius resourceful enough to turn MacGyver green with envy, the good Abbe fashioned a pen out of a fishbone, ink out of soot and wine, and 12 rolls of parchment from two shirts. Not bad for an old man who was locked away in a dungeon.
In previous versions of Microsoft Office, the idea of editing a document without first opening the program in which it’s created is much like writing a book in a 19th century dungeon. Without the know-how of an Abbe Faria (or, in this case, a software engineer of equal talent), you’re probably out of luck.
Well, thanks to the ingenuity of some talented software engineers, you no longer need to be a fictional genius (or hold an advanced computer science degree) to understand every bit of a document’s structure well enough even to create one from scratch (if you’re so inclined). Though you never have to know a thing about the XML behind your documents to use the 2007 Microsoft Office release programs, the benefits of getting to know the Office Open XML Formats can be great. Using the XML content for these new file formats, advanced Microsoft Office users can see and understand literally everything that goes into a 2007 release document.
The transparency of the new file formats can save time, add flexibility, improve integration with external content, and simplify essential tasks such as protecting the private content in your documents or troubleshooting document problems. But, my favorite thing about these new formats is just the fact that you don’t have to be a programmer to reap many of the aforementioned benefits.
It’s important to reinforce that this is not an introduction to the XML programming language, but to the Office Open XML Formats. That said, in this primer, you’ll learn to understand the structure of an Office Open XML Format document and how to edit documents directly in their XML. You will also learn the basics of how to customize the Ribbon and how to create custom XML for binding data to document content.
As with the preceding Microsoft Visual Basic for Applications (VBA) primer, this chapter assumes not only that this may be the first time you’ve ever seen a line of programming code, but also that you’re an advanced Microsoft Office user and comfortable with the features covered throughout this book.
Though this primer is written for Microsoft Office users and not for programmers, you might have noticed that I’ve already specified advanced users more than once. That’s because incorrectly editing a document’s XML can break a document faster than you can blink.
That statement isn’t meant to scare you away. If you’re an advanced user, learning to edit your documents’ XML can be easy, and you can just as easily learn to quickly fix anything you may inadvertently break. Rather, I mention this primarily for the trainers or tech support professionals among you who might consider sending basic or intermediate users into a document’s XML.
You’ll gain tremendous power and flexibility by being able to edit a document’s XML, but please don’t consider it just another method for accomplishing document tasks—such as just one more option you’d teach in a Microsoft Word course for how to edit the definition of a paragraph style. This is an avenue for those with the skill to take document production and troubleshooting to a new level.
Consider this: If a document were a car, then the document’s XML would be the tools of an auto mechanic. Before you can begin to understand what’s going on under the hood, you need to know how to drive. That said, experienced drivers are going to have a great time with the tools in this chapter.
Note
As with the VBA primer in this book, much of what you’ll learn in this chapter can be applied to any program that uses the Office Open XML Formats. However, because I assume that you’re new to any use of XML, all examples in this chapter use Microsoft Office Word 2007 documents and tasks for consistency.
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